Relationship Manager

Department Icon Insurance- General Insurance
93+ Applicants
Posted: 1 month ago
0-1 years
Bengaluru / Bangalore, Karnataka
work from office

Posted: 1 month ago
|
Applicants: 94+
Job Description
About Company
Similar Jobs
Please verify your account first! Send OTP

Please click on the Apply to verify the status of jobs posted more than 15 days ago, as they may have expired. Similar Jobs

Job Description

Hiring | Relationship Manager – Wealth Management

Company: Motilal Oswal Financial Services Ltd.

We are looking for experienced Relationship Managers to join our Wealth Management team and drive business in the Affluent & Super Affluent segment.

Department: Direct Channel / Open Market

Lead Source: 20–30% Company Leads | 70–80% Self-Generated

Working Hours: 9:00 AM – 6:00 PM

Key Responsibilities

  • Acquire and manage Affluent & Super Affluent clients.
  • Build and grow Assets Under Management (AUM).
  • Provide investment advisory and portfolio solutions.
  • Cross-sell wealth products and deepen client relationships.
  • Collaborate with Product & Research (CFP) teams.
  • Conduct client engagement and business development activities.

Products: Mutual Funds, SIPs, Demat, PMS, Insurance (CASA experience can also be considered).

Requirements

  • Experience in Wealth Management, Banking, Broking, or Financial Services.
  • Strong client acquisition and relationship management skills.
  • Good knowledge of investment products and financial markets.

Compensation: Salary hike as per current CTC and market standards.

Interested candidates can share their updated resume or connect for more details.

To schedule an interview, please send your CV via WhatsApp to

HR Siddhi : 7030023416

Skills

Insurance

If a job posting appears fraudulent, asks for payment, contains misleading information, or violates our guidelines, please report it immediately. Our team will review it promptly, Jobaaj does not charge any fee from the applicants.

About Company

Motilal Oswal Financial Services is a well-diversified financial services firm focused on wealth creation for all its customers.

Important dates & deadlines?

Application Deadline

07 Sep 26, 04:05 PM IST

Similar Jobs

View All
Loading...
Bag Logo
Jobaaj
Don't Miss out any Updates

Subscribe now for the latest job alerts
and never miss an update

Job Alert
Google hiring for Specific Roles Apply Now!
1 min ago
New Opportunity
Amazon is hiring freshers Apply Now!
5 min ago
Featured Jobs
Microsoft opening 50+ positions Apply Now!
10 min ago

Relationship Manager

Share with